WisdomTree US SmallCap Earnings Fund
EES
EES
116 hedge funds and large institutions have $360M invested in WisdomTree US SmallCap Earnings Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.05% more ownership
Funds ownership: 47.14% → 49.18% (+2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
116
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
1 | +$6.02M | |
2 | +$5.05M | |
3 | +$4.2M | |
4 |
SAM
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
+$3.13M |
5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$2.83M |
Top Sellers
1 | -$1.73M | |
2 | -$1.1M | |
3 | -$863K | |
4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$744K |
5 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
-$611K |